now yesterday to think about the cancer program, diabetes program, there are lots of interesting drugs they're still not sure about and that is what makes a good investment. liz: we had the ceo of merck on from davos. he was very confident. every seo i've ever spoken to say it is a fact of life patents will expire at some point, we're working on a pipeline. could it outperform the best drugs? >> he really displayed a lot of sincerity in his passion taking to another level of innovation and that is why we liked it. right now we're at a place to hear more good news. they have gotten through in more recent generic threat for the respiratory product and they're looking forward, they knew it was coming for five to 10 years before we were all focused on what the earnings number would be. liz: what is the average number of drugs i in the pipeline you would like to see? some say that is a bit low for a pipeline. >> it is not about the number of drugs, it is about the potential. really what are you trying to feed, what is the sales pace they are losing for the expiration? what are they trying t